Covington & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Covington & Associates, Inc. provides personalized investment advisory and portfolio management services to a select group of individuals, corporations, corporate pension plans, foundations, and trusts. As an SEC-registered boutique advisor managing roughly $308 million for about 45 clients, the firm does not act as a broker‑dealer and does not offer wrap‑fee programs.
Portfolios are managed by a three‑member advisory team and are tailored to each client’s stated risk‑return objectives, with most assets managed on a discretionary basis. The firm combines macroeconomic analysis, fundamental value investing and proprietary systems to construct portfolios that may include equities, bonds, ETFs, REITs, options, convertible and preferred securities, and higher‑yield fixed‑income, depending on the strategy.
Noteworthy aspects of the firm include its relatively small client base with large assets‑per‑client and an explicit policy against earning commissions or entering soft‑dollar arrangements. The brochure also emphasizes concentrated position‑taking and active use of convertibles and small/mid‑cap securities, and it unusually discloses the firm’s anticipated use of AI and related cybersecurity and operational risks, along with a reported absence of disciplinary events since 1989.
Client services
Expertise
Occupation focus
Fee options
0.5% to 1.0% annually, charged quarterly at 0.125% to 0.25% per quarter
Main office
597 Westfield Ave
Westfield NJ 07090-3300
Advisors at this office
2
Most active in
California · Florida · New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James T
Series 63, Series 66
Westfield, NJ
Covington & Associates, Inc.
James Travisano is a financial advisor at Covington & Associates, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Covington & Associates since 2012. Covington & Associates, Inc. provides personalized investment advisory and portfolio management services to individuals, corporations, pension plans, foundations, and trusts. The firm employs a combination of macroeconomic perspective, fundamental analysis, and traditional value investing to build customized portfolios, managing approximately $279.5 million in assets across 43 client accounts.
Alina B
Series 63, Series 65
Westfield, NJ
Covington & Associates, Inc.
Alina Bykovtseva is a financial advisor at Covington & Associates, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Covington & Associates since 2014. Covington & Associates provides personalized investment advisory and portfolio management services to individuals, corporations, pension plans, foundations, and trusts. The firm employs a combination of macroeconomic analysis, fundamental research, and traditional value investing to construct customized portfolios, managing approximately $279.5 million in assets across 43 client accounts.
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